N.E.W. Advisory Services’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

N.E.W. Advisory Services’s Portfolio FTHY Stock Details FTHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$118K	Buy	8,598 +231	+3%	+$3.13K	0.01%	275
2026 Q1	$113K	Buy	8,367 +76	+0.9%	+$1.06K	0.01%	271
2025 Q4	$117K	Buy	+8,291	New	+$117K	0.01%	262
2025 Q2	–	Sell	-16,582	Closed	-$240K	–	867
2025 Q1	$240K	Buy	+16,582	New	+$241K	0.02%	194

Other funds holding FTHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

KIG

Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

N.E.W. Advisory Services's FTHY Position: Q2 2026 in Review

N.E.W. Advisory Services increased its First Trust High Yield Opportunities 2027 Term Fund (FTHY) stake by 2.8% in Q2 2026, buying an estimated $3.13K and bringing the position to 8,598 shares worth $118K. The position accounts for 0.01% of the portfolio, ranked #275.

N.E.W. Advisory Services first reported a position in FTHY in Q1 2025 and has held it in 4 quarters since. The position peaked at $240K in Q1 2025. 87 funds tracked by Wall St. Rank hold FTHY as of Q2 2026.

N.E.W. Advisory Services held 8,598 shares of First Trust High Yield Opportunities 2027 Term Fund worth $118K as of Q2 2026.
N.E.W. Advisory Services bought 231 First Trust High Yield Opportunities 2027 Term Fund shares in Q2 2026, an estimated $3.13K.
First Trust High Yield Opportunities 2027 Term Fund made up 0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #275 holding.
N.E.W. Advisory Services first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q1 2025 and has held it in 4 quarters since.
N.E.W. Advisory Services's First Trust High Yield Opportunities 2027 Term Fund position peaked at $240K in Q1 2025.
87 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.